Pillar Financial Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002054958

Type: FundHoldings: 111Value: $134.2MLatest: 2025Q1

Pillar Financial Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 111 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PCG",
  null,
  "ABNB",
  "ABBV",
  "KSS",
  "ASAN",
  "AEG",
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  "COOP",
  "D",
  "NLOP",
  null,
  null,
  null,
  "U",
  "BUSE",
  "NVCR",
  "FITB",
  null,
  null,
  null,
  null,
  null,
  "SYBT",
  "MUB",
  null,
  "IJH",
  "RBCAA",
  null,
  null,
  null,
  "KMI",
  null,
  "DBX",
  null,
  "IWD",
  null,
  "EEM",
  "IWF",
  null,
  "UNH",
  "AAPL",
  "HPE",
  "INTC",
  null,
  "IEFA",
  "SCHX",
  "TMO",
  "BIV",
  "VO",
  "MET",
  "VXF",
  "VV",
  null,
  "VWO",
  "VSS",
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "PTON",
  "AEE",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "VEU",
  "VUG",
  "VEA",
  "VNQI",
  "MGK",
  null,
  "VXUS",
  "VBK",
  "MGV",
  "BND",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "WPC",
  null,
  "ELAN",
  "SCHF",
  "SCHA",
  "BLFS",
  "BHF",
  "BF-B",
  "CHTR",
  "CNS",
  "CVS",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "IWM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 111
Total Value: 134184857
Accession Number: 0001398344-25-007061
Form Type: 13F-HR
CIK: pillar-financial-advisors
Manager Name: Pillar-Financial-Advisors

Data Enrichment

63% identified

70 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

111 positions • $134.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

Sort by:

25434V500

Shares:269.0K

Value:$16.1M

% of Portfolio:12.0% ($16.1M/$134.2M)

25434V401

Shares:260.3K

Value:$15.7M

% of Portfolio:11.7% ($15.7M/$134.2M)

25434V724

Shares:354.0K

Value:$14.6M

% of Portfolio:10.9% ($14.6M/$134.2M)

25434V799

Shares:494.7K

Value:$13.7M

% of Portfolio:10.2% ($13.7M/$134.2M)

25434V591

Shares:209.4K

Value:$10.6M

% of Portfolio:7.9% ($10.6M/$134.2M)

25434V609

Shares:154.2K

Value:$7.9M

% of Portfolio:5.9% ($7.9M/$134.2M)

25434V666

Shares:241.9K

Value:$7.4M

% of Portfolio:5.5% ($7.4M/$134.2M)

25434V823

Shares:222.1K

Value:$5.3M

% of Portfolio:3.9% ($5.3M/$134.2M)

25434V815

Shares:140.7K

Value:$4.0M

% of Portfolio:3.0% ($4.0M/$134.2M)

92203C303

VUSB|92203C303

Shares:73.8K

Value:$3.7M

% of Portfolio:2.7% ($3.7M/$134.2M)

25434V732

Shares:124.9K

Value:$3.3M

% of Portfolio:2.5% ($3.3M/$134.2M)

921910816

MGK|921910816

Shares:9.9K

Value:$3.1M

% of Portfolio:2.3% ($3.1M/$134.2M)

25434V807

Shares:74.3K

Value:$2.9M

% of Portfolio:2.2% ($2.9M/$134.2M)

922908744

VTV|922908744

Shares:15.4K

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$134.2M)

922908611

VBR|922908611

Shares:13.7K

Value:$2.5M

% of Portfolio:1.9% ($2.5M/$134.2M)

922908595

VBK|922908595

Shares:9.3K

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$134.2M)

25434V864

Shares:44.1K

Value:$2.1M

% of Portfolio:1.6% ($2.1M/$134.2M)

921937819

BIV|921937819

Shares:23.5K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$134.2M)

COHEN & STEERS, INC.

CNS|19247A100

Shares:14.0K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$134.2M)

25434V203

Shares:30.5K

Value:$951.0K

% of Portfolio:0.7% ($951.0K/$134.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V500)✕	269.0K	QoQ +5.16% (-13.2K) YoY-	All Managers (Combined)	$16.1M	12.0% ($16.1M/$134.2M)	QoQ -3.44% (-$573.6K) YoY-
(cusip25434V401)✕	260.3K	QoQ +5.43% (+13.4K) YoY-	All Managers (Combined)	$15.7M	11.7% ($15.7M/$134.2M)	QoQ +0.02% (+$3.8K) YoY-
(cusip25434V724)✕	354.0K	QoQ -0.18% (-667) YoY-	All Managers (Combined)	$14.6M	10.9% ($14.6M/$134.2M)	QoQ +0.51% (-$75.4K) YoY-
(cusip25434V799)✕	494.7K	QoQ +10.97% (+48.9K) YoY-	All Managers (Combined)	$13.7M	10.2% ($13.7M/$134.2M)	QoQ +19.24% (+$2.2M) YoY-
(cusip25434V591)✕	209.4K	QoQ +11.59% (+21.8K) YoY-	All Managers (Combined)	$10.6M	7.9% ($10.6M/$134.2M)	QoQ +11.90% (+$1.1M) YoY-
(cusip25434V609)✕	154.2K	QoQ -0.07% (-118) YoY-	All Managers (Combined)	$7.9M	5.9% ($7.9M/$134.2M)	QoQ -7.56% (-$649.7K) YoY-
(cusip25434V666)✕	241.9K	QoQ +8.20% (+18.3K) YoY-	All Managers (Combined)	$7.4M	5.5% ($7.4M/$134.2M)	QoQ +10.15% (+$681.5K) YoY-
(cusip25434V823)✕	222.1K	QoQ +7.95% (+16.4K) YoY-	All Managers (Combined)	$5.3M	3.9% ($5.3M/$134.2M)	QoQ +10.27% (+$491.6K) YoY-
(cusip25434V815)✕	140.7K	QoQ +14.84% (+18.2K) YoY-	All Managers (Combined)	$4.0M	3.0% ($4.0M/$134.2M)	QoQ +5.03% (+$189.8K) YoY-
(VUSBcusip92203C303)	73.8K	QoQ +0.92% (+677) YoY-	All Managers (Combined)	$3.7M	2.7% ($3.7M/$134.2M)	QoQ +1.40% (+$51.0K) YoY-
(cusip25434V732)✕	124.9K	QoQ +5.87% (+6.9K) YoY-	All Managers (Combined)	$3.3M	2.5% ($3.3M/$134.2M)	QoQ +6.96% (+$215.2K) YoY-
(MGKcusip921910816)	9.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.1M	2.3% ($3.1M/$134.2M)	QoQ -10.05% (-$341.2K) YoY-
(cusip25434V807)✕	74.3K	QoQ -0.38% (-291) YoY-	All Managers (Combined)	$2.9M	2.2% ($2.9M/$134.2M)	QoQ +10.50% (-$278.1K) YoY-
(VTVcusip922908744)	15.4K	QoQ +5.14% (+754) YoY-	All Managers (Combined)	$2.7M	2.0% ($2.7M/$134.2M)	QoQ +7.27% (+$180.7K) YoY-
(VBRcusip922908611)	13.7K	QoQ +0.60% (-82) YoY-	All Managers (Combined)	$2.5M	1.9% ($2.5M/$134.2M)	QoQ -5.43% (-$146.0K) YoY-
(VBKcusip922908595)	9.3K	QoQ -0.81% (-76) YoY-	All Managers (Combined)	$2.3M	1.7% ($2.3M/$134.2M)	QoQ -10.83% (-$283.2K) YoY-
(cusip25434V864)✕	44.1K	QoQ -21.18% (-11.8K) YoY-	All Managers (Combined)	$2.1M	1.6% ($2.1M/$134.2M)	QoQ -20.10% (-$526.8K) YoY-
(BIVcusip921937819)	23.5K	QoQ +0.02% (+5) YoY-	All Managers (Combined)	$1.8M	1.3% ($1.8M/$134.2M)	QoQ +2.48% (+$43.6K) YoY-
COHEN & STEERS, INC.(CNScusip19247A100)	14.0K	QoQ +124.95% (+7.8K) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$134.2M)	QoQ +95.50% (+$549.1K) YoY-
(cusip25434V203)✕	30.5K	QoQ -1.39% (-431) YoY-	All Managers (Combined)	$951.0K	0.7% ($951.0K/$134.2M)	QoQ +5.45% (-$49.2K) YoY-